American Institute for Advanced Investment Management, LLP filed a Form 13F-HR with the Securities and Exchange Commission on November 2, 2026, disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 158 distinct equity securities.
The filing details the firm's portfolio, which includes a mix of individual stocks and exchange-traded funds. Among the notable individual stock positions are Apple Inc., with 19,310 shares, and Microsoft Corporation, with 9,264 shares. Other significant holdings include NVIDIA Corporation (10,863 shares), Alphabet Inc. Class A (3,768 shares), and Berkshire Hathaway Inc. Class B (1,254 shares). The firm also holds substantial positions in various ETFs, including the Vanguard S&P 500 ETF Shares (7,153 shares) and the Invesco Exchange-Traded Fund T S&P500 EQL WGT (5,621 shares).
The report lists Philip L. Nagel as the Chief Compliance Officer responsible for the filing. The firm's address is listed as 7337 E Doubletree Ranch Rd. Ste 195, Scottsdale, AZ 85258.
